Bilingual Client Success Coach

Windmill Microlending; Canada; Hybrid; CAD 50,000 - 58,000; Full time

Benefits offered by this job

Vacation policy

Wellness budget

RRSP matching

Benefits plan

Hybrid work

Job summary

Windmill Microlending is hiring a bilingual Client Success Coach to guide skilled immigrants and refugees through loan applications and career coaching in Canada.

You will conduct coaching sessions, support financial readiness, and connect clients with resources like financial literacy training and mentorship, helping them advance in their careers.

Qualifications

• Excellent written and verbal communication skills in English and French are required.
• Proficiency in Google Workspace and common business tools.
• Familiar with data management and CRM systems.

Responsibilities

• Respond to inquiries and provide client support via phone, email and Zoom promptly and professionally.
• Guide clients through the loan application process, ensuring applications are complete and accurate.
• Assess and process loan applications in alignment with policies and risk guidelines.
• Ensure data is entered correctly and matches across all systems.
• Deliver a supportive, client-centred experience.
• Take on special projects related to reporting, process improvement or software implementation as required.

Skills

Bilingual communication

Data management

Tools

Google Workspace

CRM systems

Job description

Salary Range: $50,000.00 To $58,000.00 Annually

About Windmill Microlending

Windmill Microlending empowers skilled immigrants and refugees to build careers in Canada while reducing poverty and labour shortages. We do this by offering affordable loans along with client success coaching, financial literacy training, and mentorship for newcomers who lack access to mainstream credit.

Since 2005, Windmill has provided over 15,000 loans to clients in healthcare, IT, financial services, law, engineering, and many other fields to triple their incomes as a result of returning to their trained fields. Windmill is a registered Canadian charity supported by donations and community bonds from the private sector and grants from the public sector.

At Windmill, you can make a meaningful impact on the lives of thousands of newcomers. Join a diverse, dynamic team at a leading Canadian not-for-profit where empowering our clients starts with creating an enjoyable workplace for our staff. Our commitment to a fulfilling environment is evident in our 85+% average employee engagement scores on our annual survey.

The role

The Client Success Coach plays a vital role in helping skilled immigrants and refugees rebuild and advance their careers in Canada. As the primary point of contact, you guide clients through the loan application process and provide one-on-one coaching to assess and support their financial and career plans. As a client champion, your work positively impacts the lives of many.

Key responsibilities

Application support (50%)

• Respond to inquiries and provide client support via phone, email and Zoom promptly and professionally


• Guide clients through the loan application process, ensuring applications are complete, accurate and move forward efficiently


• Assess and process loan applications in alignment with policies and risk guidelines


• Ensure data is entered correctly and matches across all systems


• Deliver a supportive, client-centred experience


• Take on special projects related to reporting, process improvement or software implementation as required

Coaching (40%)

• Deliver coaching sessions to assess clients’ learning plans, financial readiness and employability


• Apply risk policies consistently and share insights to strengthen risk practices


• Support client success by recommending resources such as financial literacy training, mentorship and community supports


• Ensure a smooth and timely transition from loan assessment to disbursement


• Manage time effectively to offer flexible and accessible coaching appointments


• Stay informed on accreditation pathways and labour market demand


• Conduct regular check-ins to support engagement and long-term client success


• Maintain accurate, up-to-date records of client progress and outcomes

The ideal candidate

As a Bilingual Client Success Coach, you are patient, compassionate and skilled at building trust with a diverse client base. You bring strong attention to detail, ensuring work is accurate and clients feel genuinely supported. You are an excellent communicator in both English and French, with strong written and verbal skills. You listen actively, ask clarifying questions and explain complex topics clearly and simply. You manage multiple priorities with confidence and remain calm under pressure. Proactive and thoughtful, you enjoy identifying what’s working, improving what isn’t and seeing initiatives through from start to finish. You don’t just go through the motions; you bring curiosity, care and purpose to your work.

Experience and qualifications

• Excellent written and verbal communication skills in English and French


• Proficiency in Google Workspace


• Familiar with data management and CRM systems

Core competencies

• Clear communicator: listens actively, asks clarifying questions and explains complex topics simply


• Empathetic and professional: demonstrates respect and care towards clients and colleagues


• Organized: effectively prioritizes tasks, manages urgency, and meets deadlines


• Detail-oriented: ensures accuracy and consistency across all work


• Self-sufficient: works independently and resolves challenges effectively


• Tech-savvy: adapts quickly to new technologies, including AI


• Problem solver: identifies root causes and proposes practical solutions


• Passionate: motivated by Windmill’s mission and driven to make a positive impact


• Confidential: maintains strict confidentiality of client information and sensitive data

Compensation and benefits

• Starting salary range $50,000-$58,000 annually, based on skills and experience required for the role


• Hybrid work solution with a minimum two (2) days in office, up to three (3) days from home in Montreal, Calgary, or Toronto.


• Three weeks’ vacation, plus a company-wide winter break


• Benefits plan – medical, dental, short & long-term disability, and life insurance


• Annual Wellness Budget to support personal well-being


• Access to Group RRSP with matching employer contributions


• Evolving DEI initiatives – our staff is representative of our client base


• Opportunities for advancement in a supportive and inclusive environment